Whalesbook
Brokerage ka Full Support!
Elara brokerage toh NHPC par ekdum bullish hai. Unhone 'BUY' rating maintain ki hai aur target price ₹97 rakha hai. Matlab, abhi ke price se lagbhag 24.1% tak ka upside dikh raha hai. Company toh government ki hai, par ye ₹100 se kam ka price investors ko kaafi tempting lag raha hai.
Q4 Mein Toofani Chadhai!
Is bullishness ka sabse bada reason company ka Q4 ka result hai. Net profit ekdum 71% saal-dar-saal badh gaya, jo ki ₹1,464 Crore tak pahunch gaya. Revenue bhi 20% jump maar kar ₹2,816 Crore ho gaya. Ye jabardast numbers dekh kar market mein excitement toh hai hi.
Aage Kya? Future Outlook
Elara ke analysts ka kehna hai ki FY26 mein revenue 33% tak badh sakta hai. Ye growth mainly naye projects ke start hone se aayegi. Iske saath hi, EBITDA mein bhi 35% ka jump aane ka estimate hai. Simple words mein, profit badhne ki full probability hai.
Projects aur Kuch Concerns
Management ne bataya hai ki FY27 tak paanch bade hydro projects operational ho jayenge. Lekin, Subansiri aur Parbati projects mein ₹4.5 Billion ka thoda under-recovery chal raha hai, jise ignore nahi kar sakte. Brokerage ko lagta hai ki jaise hi Subansiri project fully commissioned ho jayega, stock price mein ek acha rerating dekhne ko mil sakta hai.
Aaj Kya Hua Stock Mein?
Aaj dopahar tak NHPC ka share 1% upar trade kar raha tha, ₹78.48 par. Intraday mein toh ₹78.85 tak bhi pahunch gaya tha. Agar long-term returns dekho toh, company ne pichle teen saal mein 78% aur paanch saal mein 200% se bhi zyada ka return diya hai. Mast performance hai!